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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,350 | $73,009-28.3% | $90,760-42.3% | $68,486-23.6% |
| Participation rate | 96.4% | 70.8%+25.5pp | 75.7%+20.7pp | 67.9%+28.5pp |
| Annual return | -17.45% | -13.81%-3.6pp | -12.16%-5.3pp | -7.85%-9.6pp |
| Employer contribution / active EE | $2,711 | $2,193+23.6% | $2,922-7.2% | $2,597+4.4% |
| Participant deferral / active EE | $4,397 | $3,626+21.2% | $4,565-3.7% | $4,028+9.2% |
| Admin fee / account holder | $10,098 | $5,896+71.3% | $8,444+19.6% | $5,404+86.9% |